中联重科(01157.HK)预计前三季度纯利增长58.05%至66.68%
格隆汇10月14日丨中联重科(01157.HK)公告,2020年1月1日至2020年9月30日,公司预计归属于上市公司股东的净利润人民币55亿元至人民币58亿元,比去年同期增长58.05%至66.68%。
此外,2020年7月1日至2020年9月30日,公司预计归属于上市公司股东的净利润人民币14.82亿元至人民币17.82亿元,比去年同期增长63.99%至97.20%。
业绩变动原因:1、主营业务增长强劲:2020年前9个月,国内基建、新能源等下游行业需求保持高景气,两新一重相关项目拓展工程机械行业空间,行业呈现旺季延后、淡季不淡的特征。公司在坚持高质量经营战略、严控业务风险的前提下,核心产品市场需求旺盛,销量持续高增长。农业机械板块行业需求回暖,公司创新上下游合作模式,不断推出智能、高端新产品,销量和利润率均同比改善。
2、竞争力进一步提升:公司以互联网思维做企业,以极致思维做产品。体制机制变革充分激发销售队伍活力、提升客户服务能效,混凝土机械、塔式起重机、工程起重机等系列4.0产品市场竞争力进一步加强;挖掘机械和高空作业平台等战略业务形成市场突破和阶段性成果,公司竞争力提升和产品多元化使公司销售增速和毛利水平领先行业。
3、成本控制持续优化:公司强化供应链管理和保障,不断提升智能制造水平,同时严控各项费用支出,随着销售规模增长,平均生产成本和费用率同比显著下降。
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